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Ayan Analytics - PriceBridge Direct MF
Ayan Analytics - PriceBridge Direct MF

Ayan Analytics - PriceBridge Direct MF

  • Ayan Analytics Pvt Ltd
  • Mutual Fund
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    Out of 1*
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Portfolio age2 years, 7 months
3.78%
4.62%
Hurdle Rate**0.00%
Fixed fee0.32%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (23.91%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
Undisclosed
Stock Holdings
  • ICICI Prudential Nifty 200 Momentum 30 Index Fund10.23%
  • DSP Nifty 50 Equal Weight Index Fund10.14%
  • SBI PSU Fund10.1%
  • Edelweiss Nifty 100 Quality 30 Index Fund10.08%
  • Nippon India Nifty 50 Value 20 Index Fund10%

bt_logoPORTFOLIO MANAGERS

Swapnil Kulkarni
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr6.22%
Profile

2 Decades of experience in Wealth Management across Insurances, Mutual funds, AIF's, Corporate and FII Treasury management. Special jury nomination at the CNBC Tv18 financial advisor awards 2010

Other Schemes
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Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mutual Fund
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
3.78%
Benchmark Return
4.62%
PriceBridge Top 100 Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 28
Fixed Fee
No Option
Scheme Return
3.68%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
May 04, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
0.32%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

A mutual fund-based (active and passive) investment strategy that focuses on low-cost Direct Mutual Funds, as compared to higher-cost Regular Mutual Funds. This strategy helps beat the returns of traditional buy-and-hold mutual fund investments as it focuses on dynamic asset allocation across asset classes, sectors and market caps

Investment Approach

A mutual fund-based (active and passive) investment strategy that focuses on low-cost Direct Mutual Funds, as compared to higher-cost Regular Mutual Funds. This strategy helps beat the returns of traditional buy-and-hold mutual fund investments as it focuses on dynamic asset allocation across asset classes, sectors and market caps

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bt_logoPEER ANALYSIS

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Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
3.78%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ayan Analytics Pvt Ltd
Ayan Analytics Pvt Ltd manages assets worth Rs 336.16 crores. Its current offering of PMS schemes includes 1 Etf, 1 Mutual Fund, 1 Large Cap, 1 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

336.16 (As on Oct, 2025)

Number of Schemes

6
Schemes From This AMC
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Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
3 Out of 3
Fixed Fee
0.90%
Scheme Return
4.17%
Benchmark Return
4.62%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mutual Fund
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
3.78%
Benchmark Return
4.62%
PriceBridge Top 100 Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 28
Fixed Fee
No Option
Scheme Return
3.68%
Benchmark Return
4.62%
PriceBridge Samvruddhi
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
166 Out of 251
Fixed Fee
2.05%
Scheme Return
3.06%
Benchmark Return
4.27%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
UNDISC.
Hurdle Rate
17%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
43 Out of 53
Fixed Fee
No Option
Scheme Return
2.13%
Benchmark Return
4.27%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
17 Out of 20
Fixed Fee
1.35%
Scheme Return
1.21%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Ayan Analytics - PriceBridge Direct MF?
There is no option for Hurdle rate.
What is the fixed fee charged in Ayan Analytics - PriceBridge Direct MF ?
The fixed fee charged in Ayan Analytics - PriceBridge Direct MF is 0.32%.
What is the variable fee charged in Ayan Analytics - PriceBridge Direct MF ?
There is no option for Variable fee.
What is the profit sharing in Ayan Analytics - PriceBridge Direct MF ?
There is no option for Profit sharing.
What is the minimum investment in Ayan Analytics - PriceBridge Direct MF ?
The minimum investment in Ayan Analytics - PriceBridge Direct MF is ₹50 Lacs
What type of scheme is Ayan Analytics - PriceBridge Direct MF?
Ayan Analytics - PriceBridge Direct MF is an Equity scheme. It falls in the Mutual Fund category.
What is the inception date of Ayan Analytics - PriceBridge Direct MF?
The inception date of Ayan Analytics - PriceBridge Direct MF is May 04, 2023.
What is the exit load of Ayan Analytics - PriceBridge Direct MF?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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